Member Info for PhilGekko

Depending which of these two camps you belong to you are either buying or selling today. If you have conviction in 4D research you are probably topping up today. If you are a trader you'll be happy with the profit over the last couple.of days and move on

For us investors... 0518 data is due this quarter according to 4D (last I heard). If update is great, could be utterly transformational for this company.

Just my opinion, not an advisor, do you own research please.

Food for thought for those wondering whether this has room to grow. If you re still unsure look at the 4D pipeline. If you are still unsure maybe best to stay away from investing in biotech. Just my opinion.

@Porky, thanks, hopefully we receive some good news soon that will make all these speculations about SP purely academic.

Porky... I understand that you like to mention SO in every single post... whatever works for you... but please know this: if 0518 data update is great I'd love him to sell his stock as I will buy some of it (and many other people who've spend more than 5m8n on DD will as well). This is not just some mining stock that goes up and down based on P&D, 4D research is potentially extremely valuable to big pharma and to millions of patients worldwide.

Sangi has explained the potential behind accelerated approval. Glad to see that you are also now pinning hopes on 0518 (on Saturday yu were only talking Blautix)

The above is just my opinion, do your own DD as not an advisor.

Welcome back Josh! Just in time to watch shorters sweat.

Not feeling sorry for people shorting Oncology biotechs. Karma is a beautiful thing

Porky... only pinning hopes on Blautix? :)

0518 update is apparently due over the next 2 weeks or so, to my knowledge DP has reiterated in a recent interview (unless there's been a more recent update I am not aware of?). So good news Porky is that Blautix FDA update is not the only thing to look forward to.

Btw, the whole SO narrative is a now really bit old please, even if he is still selling he is losing importance very quickly in my opinion as appetite for 4D is growing and FOMO is starting to kick in. Soon those 'chartists' predicting SP would drop down to 22p will start covering their shorts and any material good news would make SO's selling irrelevant completely I think.

Good luck to us all... and a sobering reminder: if 0518 data update is bad we will lose a lot for sure, and I only invest what I am prepared to lose as biotech investing is super risky...but if data is good then most our 4D troubles are ell and truly over :)
The above is just my opinion, not an advisor...do your own DD please and good luck to all genuine holders here.

HRGGibbon... You have an issue with the BOD for not attracting more investment? Yes... we shouldn't be on an mcap of 50m... but what is your point? That DP is not a good CEO and he should go? He is not perfect for sure, but has developed this company impressively over the last several years.

You have a problem with Merck's investment being historic? They've invested twice! So what, you'd like them to be buying regularly. I.e. weekly? I think the fact they are invested is huge for 4D's credibility.

You complain 'if fundraising happened today it would be at 20% of th previous'... but it is not happening today is it? And CEO and CEO have paid £1.10. Not sure why we are even debating this.

You comment about 4D not being a football club - thanks, that's insightful. Now it all makes more sense.

To be clear: we all stand to either lose a lot of money (possibly all of our investment) or make multiples of our current holding in my opinion. I have many issues with how things have been managed over the last 6 months, mostly down to disasteous comms and not being reassuring and attracting further investment, but that doesn't mean everything is doom and gloom.

Risks here are considerable obviosuly, but if 0518 data is good then our fortunes will change very quickly

Just my opinion, good luck all genuine holders.

HRGGibbon... even my 6yo daughter now knows there is a distressed seller. Also, most of them (interested investors) areprobably on the sidelines waiting to see where (how low) this could go. Most of them also would rather pay £1-£2 per share on good results than now... as microbiome is a new drug class effectively and still clinically unproven. So if you think they are not watching carefully, I think you're wrong. And yes, Merck have invested a small amount relative to their mcap clearly, but they don't invest in every biotech at all and it is a huge endorsement endorsement about of confidence in 4D research, however you wanna look at it.

If 0518 data is good, there will be queues for 4D stock. JUST MY OPINION, as a holder and a hopeful that 0518 will deliver for us all here (and cancer patients worldwide).

Mumbo... has anyone asked you to offer myself or anyone here any financial or investment advice? What makes you think I am interested in your advice?

I find that people offering unsolicited advice tend to be people who have not fulfilled themselves professionally or emotionally, your continued and unprovoked exchange with me is sad really. You are now both condescending and obnoxious, so will be entering green box. You are not adding any value to the conversation and everyone here knows biotech investment is the riskiest and can lead to losing all investment. Also no one here is qualified to offer investment advice, I certainly am not and assume you are not either.

My parting words to you: Go and find some joy in your life. Hug your partner/kids/friends if you have them... leave my investment decisions to me. Good luck to you.

Mumbo... I assume you have never invested in a company that had a bad data readout? :) Maybe you should call Polygon and ask them if they have learned their lesson ... they have just increased their SNG holding to 24-25%. You are hillarious Mumbo, but your comments are sad really.

And comparing 4D and SNG just shows how much DD you have done on both these companies.

SNG has one compound with potential multiple applications across different viral resp. conditions. It was originally formulated to assists COPD patients and SNG still have a few things to look forward to.

And comparing 4D and SNG SP is completely silly... 4D has just been through a major sell-off over the last 6 months and has several ongoing trials /partnership and SNG was trading in the 175-200 range prior to the news. So do your homework please before dropping some half-baked statements here. And do something useful with your life rather than trolling about my losses, it's sad really :)

Yes... thanks, good to share some realistic expectations of this readout on the board here. Many people struggle to understand what efficacy levels are needed for the drug to be commercially successful

In my opinion If 0518 data is bad I cant see us dropping more than 30 (50% worst case scenario) considering how much of a sell-off has preceded this data readout, especially Iover the last 6 months. Anyone think otherwise?

Sangi... if data is positive I do not care what day traders and retail investors think. Will just wait for an RNS with a TO offer.

I still firmly believe that if 0518 is positive this goes north of £1 very quickly.... 24 -48h... (£300m mcap is £1.6! )as it makes a likelihood of 4D being bought by big pharma very real. War in Ukraine is not helping but investors are still happy to invest if there's money to be made. What we desperately need is some publicity among Nasdaq retail investors.

Just my opinion.

All this is insane. And 0518 is still happening this month, based on Duncan interview

I am holding.

Porky... I consider you well researched... you are aware that, to my knowledge, company is still saying 0518 results will be this Quarter? If data is bad... we are in trouble. If data is good, no distressed seller will be able to hold this down.

Surely you know this. Has company moved 0518 results into Q2? Not to my knowledge.

So please revise your timelines, otherwise looks like (God forbid) you are deramping. I am sure you wouldn't do that.

Some people refer to it as 'squeaky but time'. And yes, fast approaching :)

Auc1... you have skills. Hope you are monetising your body language reading/SP impact forecasting tool.

Jokes aside... Good luck to us all. We need some good data. And soon

No1atLosing... a bit too early for doom and gloom :) we've had at least 6 months of that.

BlueBelly... all depends really on how good/bad data is. If exceptionally good ... let's see. I am not going to drop any numbers here to avoid being accused of ramping :)